Internal Wholesaler - New York, United States - New York Life Insurance Co

New York Life Insurance Co

Verified Company

New York, United States

5 days ago

Posted by:

Mark Lane

beBee recruiter

Description

Location Designation:
Hybrid - 3 days per week

When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness.

We want employees to feel proud about being part of a company that is committed to doing the right thing.

You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Job Function and Key Responsibilities:

Manage territory with external partner to meet or exceed goals
Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory
Conduct consultative, relationshipbuilding sales calls via the telephone with financial advisors and other licensed professionals
Maintain a deep understanding of all New York Life's annuity products and competitive landscape
Act as the main point of contact on a daily basis for financial advisor clients in the territory
Consistently followup with all leads, prospects and producers to advance the sales process and deepen advisor relationships
Create and explain hypothetical illustrations and competetive information
Provide advisors with updates on annuity products, upcoming conference calls and conferences

Required Qualifications:

Understanding of annuities, the financial/capital markets and the competitive landscape
Wholesaling experience preferred
Build and expand relationships with predetermined opportunist list financial advisors
Fluid relationship and communication with external partner for judicious planning
Excellent presentation and organizational skills
State Insurance License(s) for resident state within 60 days of hire
FINRA Series 6 or 7 and 63 licenses
required. Ability to work independently in a fastpaced environment
Bachelor's degree is required specifically Finance/Business major preferred

Salary range: 55,000-70,000

Overtime eligible:
Exempt

Discretionary bonus eligible:
No

Sales bonus eligible:
Yes

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

Please note:
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.**Job Requisition ID: 90329